CACTI ASSET MANAGEMENT LLC Q1 2024 Filing

Filed April 1, 2024

Portfolio Value

$1.3B

Holdings

79

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (79 positions)

#StockSharesValue% PortfolioType
1
BXUSDBLACKSTONE GROUP L P
819,504$107.3T8550286.17%
2
AXPAMERICAN EXPRESS CO
428,536$97.6T7779806.59%
3
AAPLAPPLE INC COM
557,918$96.7T7707563.30%
4
JECUSDJACOBS ENGR GROUP INC DEL
604,748$92.5T7372083.30%
5
MRKMERCK & CO INC
659,683$86.9T6928018.17%
6
GSGOLDMAN SACHS GROUP INC
187,764$78.0T6215056.38%
7
CBCHUBB LTD
275,545$71.2T5677748.98%
8
DISDISNEY WALT CO
509,192$61.6T4910415.63%
9
STXSEAGATE TECHNOLOGIES
613,381$58.0T4624371.67%
10
UPSUNITED PARCEL SERVICE INC
387,566$57.1T4551556.77%
11
BDXBECTON DICKINSON & CO
193,416$47.7T3800889.74%
12
JNJJOHNSON & JOHNSON
255,968$40.4T3222967.31%
13
CVSCVS CAREMARK CORPORATION
502,205$39.9T3179718.66%
14
BABOEING CO
188,340$36.2T2881733.30%
15
AVTAUTOMATIC DATA PROCESSING IN
139,650$34.7T2764351.33%
16
VOLKSWAGEN AG
220,143$33.6T2675019.33%
17
RTXRAYTHEON TECHNOLOGIES CORP
304,670$29.7T2366653.33%
18
GLWCORNING INC
879,557$29.0T2315070.17%
19
FOXFOX CORPORATION
829,411$23.7T1890858.08%
20
BKBANK OF NEW YORK MELLON CORP
233,767$13.3T1060834.12%
21
SPYSPDR S&P 500 ETF TR
24,795$13.0T1034022.63%
22
EBAEBAY INC.
246,102$12.8T1018527.91%
23
GPCGENUINE PARTS CO
74,234$11.5T918310.78%
24
GMGENERAL MOTORS CO
205,906$9.2T731862.68%
25
USBUS BANCORP DEL
134,450$5.9T471559.59%
26
MSFTMICROSOFT CORP
11,720$4.9T393709.78%
27
KKRKKR & CO INC CL A
42,630$4.3T341544.80%
28
OTISOTIS WORLDWIDE CORP
39,551$3.9T314827.13%
29
IBMINTERNATIONAL BUSINESS MACHS
17,150$3.3T260834.84%
30
IVZINVESCO LTD ORD SHS
198,100$3.3T259760.72%
31
INTCINTEL CORP
69,550$3.0T242659.25%
32
VWDRYVESTAS WIND SYSTEMS A/SUTD UK
296,250$2.8T220088.51%
33
CARRCARRIER GLOBAL CORP
46,092$2.7T211920.99%
34
PGPROCTER & GAMBLE CO
15,345$2.5T198901.09%
35
KOCOCA COLA CO
36,600$2.2T178052.29%
36
JPMJPMORGAN CHASE &CO
11,110$2.2T176694.71%
37
DWDMORGAN STANLEY COM NEW
22,000$2.1T163967.36%
38
SLVISHARES SILVER TR ISHARES
88,600$2.0T158976.28%
39
BMYBRISTOL MYERS SQUIBB CO
36,450$1.9T154717.83%
40
PFEPFIZER INC COM
69,850$1.9T154675.58%
41
BROBROWN & BROWN INC
21,000$1.8T146068.85%
42
GEGENERAL ELECTRIC CO
9,687$1.7T139083.06%
43
XOMEXXON MOBIL CORP
15,000$1.7T137467.14%
44
ABALLIANCEBERNSTEIN HLDG LP
44,850$1.6T124234.01%
45
HALHALLIBURTON CORP
40,000$1.6T123808.51%
46
NVONOVO NORDISK
11,000$1.4T112278.18%
47
PGCPEAPACK-GLADSTONE FINL CORP
55,000$1.3T105526.58%
48
FASTFASTENAL CO
14,790$1.1T91108.38%
49
METAMETA PLATFORMS INC
2,000$987.7B78733.03%
50
KDKYNDRYL HLDGS INC
45,160$969.1B77251.50%
51
7HPHP INC.
30,000$903.6B72027.66%
52
IFFINTERNATIONAL FLAVORS&FRAGRA
10,000$856.4B68265.26%
53
FMSFRESENIUS MED CARE AKTIENGESELLSCHAFT
43,500$842.2B67130.16%
54
SEESEALED AIR CORP
22,300$823.1B65610.30%
55
LLYLILLY ELI & CO
1,000$778.2B62030.20%
56
OGNORGANON & CO
41,263$761.3B60684.82%
57
EMBCEMBECTA CORP
57,347$739.8B58968.94%
58
HPEHEWLETT PACKARD ENTERPRISE
30,000$530.1B42255.27%
59
HDHOME DEPOT INC
1,100$424.5B33836.02%
60
LINDLINDBALD EXPEDITIONS HLDGS INC
41,500$383.9B30599.40%
61
CSCOCISCO SYS INC
6,000$298.6B23803.56%
62
BAXBAXTER INTL INC
6,500$277.5B22118.85%
63
MOVMOVADO GROUP INC
10,000$276.4B22032.37%
64
IDXXIDEXX LABS INC
500$269.8B21505.07%
65
FFORD MTR CO DEL
20,000$261.2B20820.75%
66
GEHCGE HEALTHCARE INC
2,666$240.8B19191.91%
67
TJXTJX COS. INC.
2,000$202.2B16114.56%
68
TAT&T INC
10,000$175.5B13989.44%
69
WATWATERS CORP.
500$172.6B13757.87%
70
TEVATEVA PHARMACEUTICAL IND.
10,000$144.3B11502.43%
71
MAMASTERCARD INC. CL A.
300$143.4B11429.49%
72
BRREBLUE RIDGE REAL ESTATE CO.
10,000$85.0B6775.51%
73
TECH PRECISION CORP
22,188$81.4B6490.94%
74
UBSUBS GROUP AG
2,001$62.8B5008.38%
75
GLPGGALAPAGOS NV SPONS ADR
1,000$33.0B2626.51%
76
MCDERMOTT INTL LTD
150,000$30.0B2391.36%
77
WBDWARNER BROS DISCOVERY INC
2,419$20.9B1665.98%
78
PGENPRECIGEN INCS
7,500$10.9B866.87%
79
HISCOX LTD SHSISIN#BMG4593F1041
282$4.4B350.89%